Fundamental IG AIM portfolios – Dec 2018 update

In this video with IG markets, Chris Boxall, co-founder of specialist investment manager Fundamental Asset Management, comments on the recent performance of the AIM for Inheritance Tax (‘IHT’) portfolios created for IG.

It’s been a very tricky period for AIM and small caps in general, with the AIM Index having fallen significantly in the final quarter of 2018. While Fundamental AIM portfolios haven’t avoided the sell-off entirely, thankfully they haven’t suffered to the same degree as the AIM index, with strong performances from some.

Chris picks through the portfolio of ‘Standard’ AIM for IHT stocks and also looks at the ‘High Yield’ portfolio of AIM shares, highlighting what investors should be focusing on for reassurance on the big dividend payouts.

Companies discussed include: AB Dynamics (ABDP), Bioventix (BVXP), Character Group (CCT), Fulcrum Utility Services (FCRM), Jarvis Securities (JIM), Morses Club (MCL), Shoezone (SHOE) and Zytronic (ZYT)

You can find out more about Fundamental AIM portfolios, including the latest fact sheets, from the link here.